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Maximilian Campion Rusch

Transcend Advisor Group, LLC

Milwaukee, WI

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Current Employers
Transcend Advisor Group, Llc

311 E Chicago Street Suite 210, Milwaukee, WI 53202 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-02
  • WI RA
    APPROVED
    Since 2025-01-02

Branch Locations

311 E Chicago Street Suite 210, Milwaukee, WI 53202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Milwaukee WI 05/2017 10/2019
Wealthspire Advisors Milwaukee WI 12/2019 06/2023
University Of Wisonsin - Madison Madison WI 09/2015 05/2019
Transcend Advisor Group Milwaukee WI 07/2023 Present
  • 05/2017 → 10/2019
    Ubs Financial Services
    Milwaukee, WI
  • 12/2019 → 06/2023
    Wealthspire Advisors
    Milwaukee, WI
  • 09/2015 → 05/2019
    University Of Wisonsin - Madison
    Madison, WI
  • 07/2023 → Present
    Transcend Advisor Group
    Milwaukee, WI
Previous Registrations
  • 2021-01-05 → 2023-06-13
    Wealthspire Advisors
    Milwaukee, WI
  • 2020-10-26 → 2020-12-31
    Wealthspire Advisors
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-26
  • S65 Uniform Investment Adviser Law Examination
    2020-10-26
Designations
Other Names
  • Max Rusch

View on SEC IAPD

Other Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

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